AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SE

Shawn L. Edwards

ALPS DISTRIBUTORS
New York, NY 10022
Some features on this profile are disabled
CRD#: 5997633
SE

Professional summary


Shawn L Edwards, who also goes by Shawn Lamar Edwards, Shawn Edwards, is a registered financial professional currently at ALPS DISTRIBUTORS, INC. located in New York, New York.

Shawn is registered as a RR (Registered Representative) and started their career in finance in 2011. Shawn has worked at 5 firms and has passed the Series 66, Series 63, Series 3, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shawn Lamar Edwards | Shawn Edwards

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Shawn L Edwards's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 9, 2024 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 535 Madison Avenue 37th Floor, New York, NY 10022
BD
CRD#: 16853
New York, NY
Past

June 17, 2021 - September 9, 2024

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
NEW YORK, NY
Past

February 27, 2018 - June 2, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BROOKLYN, NY
Past

February 27, 2018 - June 2, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BROOKLYN, NY
Past

April 22, 2016 - December 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

January 25, 2016 - December 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

December 9, 2011 - January 26, 2016

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/9/2024)
RR
Alaska
(9/9/2024)
RR
Arizona
(9/9/2024)
RR
Arkansas
(9/9/2024)
RR
California
(9/9/2024)
RR
Colorado
(9/9/2024)
RR
Connecticut
(9/9/2024)
RR
Delaware
(9/9/2024)
RR
District of Columbia
(9/9/2024)
RR
Florida
(9/9/2024)
RR
Georgia
(9/9/2024)
RR
Hawaii
(9/9/2024)
RR
Idaho
(9/9/2024)
RR
Illinois
(9/9/2024)
RR
Indiana
(9/9/2024)
RR
Iowa
(9/9/2024)
RR
Kansas
(9/9/2024)
RR
Kentucky
(9/9/2024)
RR
Louisiana
(9/9/2024)
RR
Maine
(9/9/2024)
RR
Maryland
(9/9/2024)
RR
Massachusetts
(9/9/2024)
RR
Michigan
(9/9/2024)
RR
Minnesota
(9/9/2024)
RR
Mississippi
(9/9/2024)
RR
Missouri
(9/9/2024)
RR
Montana
(9/9/2024)
RR
Nebraska
(9/9/2024)
RR
Nevada
(9/9/2024)
RR
New Hampshire
(9/9/2024)
RR
New Jersey
(9/9/2024)
RR
New Mexico
(9/9/2024)
RR
New York
(9/9/2024)
RR
North Carolina
(9/9/2024)
RR
North Dakota
(9/9/2024)
RR
Ohio
(9/9/2024)
RR
Oklahoma
(9/9/2024)
RR
Oregon
(9/9/2024)
RR
Pennsylvania
(9/9/2024)
RR
Puerto Rico
(9/9/2024)
RR
Rhode Island
(9/9/2024)
RR
South Carolina
(9/9/2024)
RR
South Dakota
(9/9/2024)
RR
Tennessee
(9/9/2024)
RR
Texas
(9/9/2024)
RR
Utah
(9/9/2024)
RR
Vermont
(9/9/2024)
RR
Virginia
(9/9/2024)
RR
Washington
(9/9/2024)
RR
West Virginia
(9/9/2024)
RR
Wisconsin
(9/9/2024)
RR
Wyoming
(9/9/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/4/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 10/16/2021
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AD
ALPS DISTRIBUTORS, INC.
ALPS DISTRIBUTORS, INC. | MARINER FUNDS SERVICES INC. | ALPS SECURITIES, INC. | ALPS MUTUAL FUNDS SERVICES, INC.

CRD#: 16853 / SEC#: , 8-34626

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1290 Broadway Suite 1000, Denver, CO 80203
Mailing Address
1290 Broadway Suite 1000, Denver, CO 80203
Phone number
(303) 623-2577
Established
Colorado since 07/01/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALPS HOLDINGS, INC.PARENT
KYLLO, STEPHEN JOHNSVP; PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER; PRINCIPAL OPERATIONS OFFICER3204474
NECKEL, TARA JILLVP, DEPUTY CHIEF COMPLIANCE OFFICER4051739
PARSONS, ERIC TFINOP, CONTROLLER, PRINCIPAL FINANCIAL OFFICER5215115

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALPS DISTRIBUTORS, INC.

CRD#: 16853New York, NY 10022

TRUST BUT VERIFY

Monitor Shawn Edwards

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics